Getting Started

• Integrate McLeod LoadMaster or TMW Suite TMS
• Integrate your TMW TruckMate TMS
• Managing additional database connections
• Pre-requisite for Database Connection

Billing

• Access billing details
• Replace your credit card payment with ACH
• Setting up a payment method for the first time
• Updating card payment details

Data Management

• Add Metrics to the Core List
• Asset Utilization - how we calculate it
• Change default settings on datasets
• Create a new metric
• Creating Single-Use Metrics
• Find who created or last updated a metric
• Get Started with Data Manager
• Setting Multiple Metrics as Core
• Viewing Raw Data from Data Manager

Wallboards

• Adding Goals to Wallboards
• Create new wallboards
• Display wallboards in your office
• Edit announcement boards on your wallboard
• Which environments support Wallboards

Reports

• Build gadgets for the gallery
• Create a new report
• Edit Filters on Reports
• Filtering Reports
• Share Reports via Email

Dashboards

• Assign dashboards to users
• Create a new dashboard

KPI Lists

• Add KPI Lists to a Dashboard
• Add Manual KPIs to a KPI List
• Add Notes to a KPI List
• Copy a KPI List
• Create a New KPI List
• Delete a KPI List
• Edit an Existing KPI List
• Edit KPIs on a KPI List
• Get Started with KPI Lists
• Use Tasks on a KPI List

Workspaces

• Creating an Executive Meeting Workspace
• Creating Workspaces
• Using Tasks within Workspaces
• What are Workspaces?

Performance Apps

• Fleet Manager Performance App

Targets

• Create a New Target
• Edit & Delete Targets
• Get Started with Targets

Pace Analysis

• Exclude Dates from Pace Analysis